Wealth Management Client Concierge & Experience Lead
Gilder Search Group
Gilder Search Group in Florida seeks an experienced Wealth Management Client Concierge to welcome clients, visitors, and partners, ensuring a polished, organized office environment. This in-office role blends client service, scheduling coordination, hospitality, and administrative support. You will collaborate with advisors and leadership, manage calendars and meetings, prepare materials, and maintain client records, enabling a superior client experience for affluent clients. #J-18808-Ljbffr Gilder Search Group
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Concierge & Experience Lead in Lutz, FL vacancy
- ...Central Florida, is seeking a First Impressions role to greet clients, manage leads, and support Sales and Operations. You will help maintain a... ...and communications. The position requires hospitality experience and strong communication. A friendly demeanor and ability to...Suggested
$80k - $95k
...Job Title: Wealth Management Client Concierge Location: Lutz, FL Status: Full-time, In-office Compensation: $80,000 - $95,000 (based on experience) Be the Face of a Respected Wealth Management Firm For more than 40 years, our firm has helped professionals...SuggestedFull timeWork at officeGilder Search Group
Lutz, FL1 day ago- A wealth management firm in Tampa, Florida, seeks experienced wealth advisors to manage top-tier clients and expand client relationships. Candidates should have a bachelor's degree... ...related fields, along with over 10 years of experience in financial planning or investment...Suggested
- ...crafted Commercial Insurance and Risk Management, Private Insurance and Risk... ...Protection, and Risk Mitigation strategies to clients wherever their passions and businesses... ...and risk management.The Client Experience Leader leads, mentors, coaches, hires, develops and...SuggestedFull timeContract workWork at office
The Baldwin Group
Tampa, FL5 days ago - The Car Park is seeking a Parking Ambassador to help ensure smooth operations at our parking facilities. You will provide friendly customer service, assist with entry/exit transactions, and direct drivers to available spaces using signals and guidance. The role requires...Suggested
- Departure Travel is seeking a Lead Travel Agent / Travel Assistant to join a growing Customer... ...in a remote environment. You will guide clients through every stage of travel planning... ...communication throughout the booking experience. Enjoy flexible scheduling and the ability...Remote jobFlexible hours
- ...Hellosunshinetravels is seeking a Remote Client Experience Specialist to help clients plan memorable vacations while delivering exceptional customer service. You will assist clients through every step of the planning process, from selecting destinations to confirming reservations...Remote work
Hellosunshinetravels
Tampa, FL2 days ago - JPMorgan Chase & Co. is seeking a Branch Operations Lead to oversee daily branch functions, guide staff, and ensure precise handling of client transactions. You will partner with the Branch Manager to maintain security, compliance, and loss control while promoting a high...
- H&R Block, Inc. seeks an Area Experience Leader to oversee a portfolio of 4-6 retail offices, ensuring a high-quality, consultative client experience and strong operational execution. You will coach Tax Professionals and Client Service Professionals, align staffing and...Work at office
- ...expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management,... ...Protection, and Risk Mitigation strategies to clients throughout the U.S. and abroad. The Client Experience Leader leads, mentors, coaches, hires, develops and evaluates...
- ...Keyholder to support daily store operations in our Tampa Bay Lilly Pulitzer retail location. You will drive sales, deliver excellent client experiences, and safeguard store assets while living the Lilly brand. This position is part-time and hourly, with potential nights,...Hourly payPart timeSeasonal workNight shiftWeekend work
$93.44k - $140.16k
...Professional, ServicesCompany: CitiThe Client Onboarding Lead Analyst is a strategic professional... ...customer issues.Performs day to day management of the account opening and maintenance... ...transparency.Qualifications:Previous experience in documentation review, account maintenance...Full timeShift workWeekend workCitigroup
Tampa, FL3 days ago$84.3k - $155.4k
...with assigned contracts. Effectively, manages personal portfolio and advises... ...documentation. Work you'll do As a Specialist Lead, Government Client Contracts Management on the... ...Required: Bachelor’s degree5+ years of experience in contract management, contract administration...Contract workDeloitte
Tampa, FL6 days ago$141.2k - $278.3k
Position Summary Lead Architect with Agentic AI Experience, AI & Engineering/Engineering as a ServiceAgentic... ...make a significant impact on our clients' success. You’ll work alongside... ...Kubernetes), serverless functions, and managed databases. Ensure the security of...Work at officeLocal areaVisa sponsorshipFlexible hoursShift workDeloitte
Tampa, FL4 days ago$141.2k - $278.3k
Position Summary Lead Solution Architect - AI & Engineering... ...In this role, you will help clients modernize platforms,... ...scientists, and delivery leaders to manage priorities, risks, dependencies... ..., or Mathematics8+ years of experience in software engineering,...Local areaFlexible hoursDeloitte
Tampa, FL5 days ago- ...Now Hiring: Client Team Lead We are looking for a reliable and motivated Customer Service Team Lead to support our customer service department... ...and leadership skills Previous customer service experience preferred Ability to multitask and stay organized Professional...Full timeImmediate start
JGSM
Tampa, FLmore than 2 months ago - ...Catering is seeking an Event Supervisor to lead our off-site catering team and ensure... ...strong background in fine dining, supervisory experience, and a clean driving record are required.... ...in varied weather conditions to exceed client expectations. #J-18808-Ljbffr Lyle...
- A leading personal injury law firm in Tampa is seeking a Client Results Expert Level Three to manage case closings and ensure accuracy in financial documentation. Responsibilities... ...through audits. The ideal candidate will have experience in personal injury and drafting...Hourly pay
- Spinutech is seeking a UX Strategist to join the UX Strategy & Design team to shape thoughtful, user-centered digital experiences for clients. This role sits at the intersection of strategy, research, content, design, and technology, collaborating with clients and multidisciplinary...
- JETSET Pilates seeks a Studio Lead to drive sales and retention while delivering exceptional client experiences. You will support instructors, manage front desk operations, and help grow memberships through personalized service. Success requires strong communication, multitasking...Flexible hoursDay shiftAfternoon shift
- A financial advisory firm in Tampa is seeking an experienced Client Relations Associate to support their investment consulting team. This full-time in-office role requires 3-5 years of experience in client relations within the financial services industry. Ideal candidates...Full timeWork at office
- Prosper Infusion is hiring a Pharmacy Technician Lead in Tampa, Florida. The role involves administrative duties, medication preparation, and ensuring a quality patient experience. Candidates must be a registered pharmacy technician in Florida with at least one year of...
- Prosper Infusion, Inc. is seeking an experienced pharmacy technician lead to perform both clinical and administrative duties. You will... ...under pharmacist supervision to ensure a high-quality infusion experience. Ideal candidates hold Florida registration, have 1+ year...
$170k - $300k
...CitiJob SummaryWe are seeking a Director-level Client Financials Solutions Lead to join our Apps Development team. This is not a program management role. The ideal candidate is a seasoned Technologist with decades of experience in building Apps and owning Apps delivery...Full timeRemote workCitigroup
Tampa, FL3 days ago- Assistant Manager Lead with purpose. Grow with support. At Panera, our leaders are celebrated for bringing out the best in their teams.... ...them to exceed goals in sales, speed, order accuracy, and guest experience - and celebrate their achievements along the way. Participate...Flexible hoursShift workNight shift
- Boot Barn in Florida (Lutz) is seeking a Key Holder to deliver an exceptional in-store experience and support store leadership. You will become a product knowledge expert, drive a selling culture, and help exceed sales goals through teamwork. This role emphasizes service...
$15.25 - $17.33 per hour
...Guest Experience Leader Flexible scheduling with a side of always feeling valued. A job at McDonald’s offers a job combo that fits YOU... ...This role is vital to the guest experience because you'll: Lead the experience: Check in with guests and make sure they are enjoying...Hourly payLocal areaFlexible hoursShift workMcDonald's
Dade City, FL4 days ago$114.1k - $268.18k
...one priority. With a wealth of learning and career... ...training facility, and leading market tools, we help... ...your skills, deepen your experiences, and have the... ...Security to join our Managed Services practice.Responsibilities... ...collaboration with clients, KPMG stakeholders,...H1bLocal areaKPMG
Tampa, FL5 days ago$30 - $42 per hour
...seeking a dynamic and experienced Lead HVAC Technician to join our... ...standards across multiple client sites. This position offers an... ...Collaborate with property management teams to coordinate maintenance... ...Technician Qualifications Proven experience as a service technician...Hourly payWork at officeRelocation package3H contracting
Tampa, FLmore than 2 months ago- ...changing, high-quality solutions that redefine how clients experience financial services. As a Senior Lead Architect at JPMorganChase within the Commercial &... ...Familiarity with identity and access management patterns in the context of client onboarding and partner...For contractors
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Client Concierge & Experience Lead. Be the first to apply!
Related searches
- entry level construction management Lutz, FL
- remote database management Lutz, FL
- priority management Lutz, FL
- asset management intern Lutz, FL
- construction management trainee Lutz, FL
- store management trainee Lutz, FL
- order management representative Lutz, FL
- identity & access management Lutz, FL
- management jobs Lutz, FL
- construction management full time Lutz, FL